User Management

User management is where you can create profiles for all your staff. It also allows you to customize the level of permissions and access to your setup per staff member.

There are 2 sections under user management:

1. Roles: You can create multiple levels of permission/access to your account settings which are then assigned to your staff in the “User” section. For example, you can have a role for “Management” that allows those staff with this role to access your financial reports. Similarly, you can create another role for Kennel Staff who cannot view financial reports but can access the daily reports as required. 

    

2. Users: You can add each individual staff member as a user and customize their experience within the software. See details below. 

Within the user’s profile, there are multiple tabs with settings that can change how the staff member navigates the software. 

Under the “Login and Passwords” tab, the “Email login” can be the staff member’s email which will enable the ability to message the staff member when they are assigned to tasks/services (optional, see “Notifications” tab). However, you do not need to use a “real” email address if you prefer to use a group login and rely on initials to verify what staff member completed which functions in the software. 

Adding a colour to the staff’s profile will reflect said colour in your calendars when they have been assigned to the staff member (user). The colour for the rate will no longer appear as it will have been replaced with the user’s colour. To keep the rates colour, simply do not add a colour to your staff’s profile. 

You will need to create a password for the user and give it to the staff member along with their username login.  

You can see the staff members’ regular work hours, however, to edit these hours you will need to click on the “Regular Work Hours” tab and edit from there. 

The “Special Work Hours” tab is where you can block off the staff member’s availability for things like holidays, or to extend or shorten a work day. 

Under the “Services” tab, you can link your staff member to all the services that they are able to complete. Once you have linked your staff member to the service, you can choose how many pets/customers they can have within the service timeslot.

Under the “Incidents” tab, you will see the list of the incidents that the staff member was involved in as per the incident report. 

***NEW*** “Notification settings” tab allows you to choose if you wish to have the staff member emailed when they have been assigned to a task. By default, they will not be emailed, however, simply click the drop down menu and select “Email” and “Save” to have the staff member emailed when they have been assigned to a task.